GEHC · GE HealthCare Q2 FY2026 earnings call record财报电话会记录

“Orders increased 11%, with strong backlog, which grew $2.6 billion year-over-year, and book-to-bill of 1.15x, all of which were at record levels.”

“We're increasingly becoming a key productivity enabler for our customers as they navigate capacity constraints and workflow challenges.”

“Together, they help us bring innovative products to market faster and strengthen customer relationships while improving the margin profile of the portfolio over time.”

“Adjusted EBIT margin of 14.2% was down 40 basis points year-over-year.”

“EBIT margin of 29.6% grew 30 basis points year-over-year, benefiting from volume and price, partially offset by planned investments in new products and our innovation pipeline.”

“We returned capital to shareholders through the repurchase of approximately $200 million worth of shares and continued to pay a dividend.”

“This reflects 3%-4% organic sales growth and 10 basis points to 40 basis points adjusted EBIT margin expansion.”

“We're maintaining our adjusted EPS guidance in the range of $4.80-$5, approximately 5%-9% growth year-over-year.”

“For the third quarter, we expect year-over-year organic revenue growth to be in the range of 3%-4% as well as low double-digit adjusted EPS growth year-over-year.”

“We hear from customers that our teams are collaborative, creative, and relentlessly focused on helping them solve their toughest challenges.”

“These three areas allow us to get closer to our customers and help them solve increasingly complex clinical and operational challenges.”

“You're leaving Pete, you're leaving your successor, and you're leaving us with the medium-term 2026, 2028 outlook goals and targets, the mid-single digit organic growth, high teens to 20% adjusted EBIT margin, high single digits to low double-digit EPS growth, 90% free cash flow conversion.”